FDM vs SCHD

AFDM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.1%FDM and SCHD

FDM

SCHD

First Trust Dow Jones Select MicroCap Index Fund · $275MSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,010 · $17,414+20.3%

+9.5%5 years · per year$15,739 · $16,375+10.4%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.52%12-mo yield$152 · $298 on $10k2.98%

−9.3%Worst dropSmaller wins−6.9%

17.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · SCHD

1.4%ORRF0.0%

1.3%IBCP0.0%

1.1%CCBG0.0%

0.8%EBF0.0%

Held in common0.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDM vs SCHD

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFDMSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.52%2.98%

5 years, per year+9.5%+10.4%

3 years, per year+21.7%+20.3%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y17.3%11.7%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDM, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

FDMSCHDVYM

FDM—0.1%0.0%

SCHD0.1%—21.9%

VYM0.0%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

FDM$152 − $65 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee